Estate Planning Services in Surrey, Vancouver & Langley

As a full-service Chartered Professional Accountant firm with offices in Surrey and Vancouver, Advinor CPA provides practical estate planning support for clients across the Lower Mainland. We help you understand how taxes may affect your estate and work alongside your lawyer, financial advisor and other professionals when a coordinated approach is needed.

Estate Planning That Considers the Full Picture

Your estate may include your home, other real estate, investments, registered accounts, business interests and other assets, each with different tax considerations. Decisions about how these assets are owned and eventually transferred can have a significant effect on the taxes that may arise later.

At Advinor CPA, we take the time to understand your assets, family circumstances, business interests and long-term objectives before helping you evaluate the potential tax consequences of your options.

We can help with:

• Estimating potential tax liabilities on death
• Tax planning for capital gains and deemed dispositions
• RRSP, RRIF and other registered-plan considerations
• Tax considerations when transferring assets to a spouse, children or other beneficiaries
• Estate planning for investment and rental properties
• Tax planning for private corporations and business succession
• Trust and estate tax considerations
• Charitable giving and legacy-planning strategies
• Probate fee considerations as part of your broader estate plan
• Final T1 returns, T3 estate returns and CRA clearance certificates

Practical Advice Based on Your Individual Circumstances

No two estates are the same. Your family situation, assets, investments, business interests, residency and wishes for the future can all affect which planning strategies may be appropriate.

Our tax partner has more than 15 years of experience, and our process includes careful analysis, clear documentation and practical explanations. We focus on the tax and financial aspects of estate planning and can work with your lawyer and other advisors where legal documents, wills or other professional advice are required.

Estate Planning Through Different Stages of Life

Estate planning is not something that needs to happen only later in life. Changes in your family, investments, property ownership, business, retirement plans or residency can all be reasons to review how your affairs are structured.

We can help you consider the tax implications of these changes and review your estate plan as your circumstances evolve. If you own a business, planning may also involve succession, the future transfer or sale of company shares and how those decisions interact with your personal estate.

We can also support executors and families after a death with final tax returns, estate tax filings and other CRA requirements. Regular planning and review can help make future decisions clearer and reduce unexpected tax consequences.

Protect What You Have Built and Plan With Confidence

Whether you are beginning to think about your estate, reviewing an existing plan, preparing for retirement or considering how to transfer a family business or other assets, Advinor CPA is here to help. Contact us to discuss your situation and learn how thoughtful tax planning can help preserve more of what you have built for the people and causes that matter to you.